A detailed history of Financial Perspectives, Inc transactions in Welltower Inc. stock. As of the latest transaction made, Financial Perspectives, Inc holds 252 shares of WELL stock, worth $48,842. This represents 0.01% of its overall portfolio holdings.

Number of Shares
252
Previous 284 11.27%
Holding current value
$48,842
Previous $43.7 Million 2.82%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

SELL
$150.71 - $178.14 $4,822 - $5,700
-32 Reduced 11.27%
252 $44.9 Million
Q2 2025

Jul 29, 2025

SELL
$136.49 - $155.22 $10,236 - $11,641
-75 Reduced 20.89%
284 $43.7 Million
Q1 2025

Apr 18, 2025

SELL
$124.05 - $156.86 $26,794 - $33,881
-216 Reduced 37.57%
359 $55 Million
Q4 2024

Jan 31, 2025

BUY
$123.11 - $139.3 $44,196 - $50,008
359 Added 166.2%
575 $72.5 Million
Q2 2021

Jan 09, 2024

SELL
$71.04 - $84.02 $1.08 Million - $1.28 Million
-15,256 Reduced 98.6%
216 $18 Million
Q1 2021

Jan 09, 2024

BUY
$59.79 - $74.55 $912,156 - $1.14 Million
15,256 Added 7062.96%
15,472 $216,000
Q4 2019

Jan 09, 2024

BUY
$77.4 - $92.21 $16,718 - $19,917
216 New
216 $17.7 Million

Others Institutions Holding WELL

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $89.8B
  • Description
  • Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...
More about WELL
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